CIAS
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CBIZ Investment Advisory Services’s Box BOX Stock Holding History

CBIZ Investment Advisory Services’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed -$205 – 688
2025
Q2 		$205 Buy
+6
New +$197 ﹤0.01% 687

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBIZ Investment Advisory Services's BOX Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Box (BOX) in Q3 2025, closing a stake of 6 shares — an estimated $205 sold.

CBIZ Investment Advisory Services first reported a position in BOX in Q2 2025 and held it in 1 quarter. The position peaked at $205 in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Box position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 6 Box shares in Q3 2025, an estimated $205.
  • CBIZ Investment Advisory Services first reported a position in Box in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Box position peaked at $205 in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.